AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
-3.14%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-6.2%)
Cap. Flow
-$2.81M
Cap. Flow
% of AUM
-2.63%
Top 10 Holdings %
Top 10 Hldgs %
37.14%
Holding
114
New
2
Increased
22
Reduced
28
Closed
12
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$861K |
| 2 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$512K |
| 3 |
Iron Mountain
IRM
|
$464K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$447K |
| 5 |
AbbVie
ABBV
|
$434K |
Top Sells
| 1 |
SPDR S&P International Dividend ETF
DWX
|
$1.26M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$821K |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$639K |
| 4 |
iShares GNMA Bond ETF
GNMA
|
$522K |
| 5 |
Visa
V
|
$431K |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Healthcare | 3.39% |
| 3 | Consumer Discretionary | 3% |
| 4 | Industrials | 2.59% |
| 5 | Consumer Staples | 1.83% |
